loan officer assistant

bellwether

<div><div>Bellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value. We specialize in formulating and executing dynamic growth strategies through true partnership with our clients. Merging deep industry expertise, advanced analytical capabilities and best-in-class talent, we create value across the business lifecycle, from transaction management to operational transformation. Bellwether specializes in the management, analysis, and reporting of over $40 billion of AUM across a wide range of real estate related assets and corporate platforms in North America, Europe and Asia. Bellwether is privately held and has offices in Los Angeles, Newport Beach, Salt Lake City, London and Dallas.</div><div></div><div><b><br>
Overview</b></div><div>
The Associate, Loan Servicing at Bellwether will be responsible for Servicing a portfolio of commercial real estate debt investments. The Associate, Loan Servicing will work closely with the Debt Team to ensure loan records are accurately maintained and Servicing functions are executed timely. This role will be encouraged to create efficiencies and implement process improvements to provide the best in-class service for our clients.</div>
<h3 class="jobSectionHeader"><b>Key Responsibilities</b></h3><ul><li>
Review and interpret loan documents to determine key loan data related to loan payment calculations, escrow setup and tracking, monthly fees, payoff calculations and loan covenants;</li><li>
Assist with onboarding process for new loans or portfolios of loans, ensuring data integrity;</li><li>
Perform quality control checks within the servicing system;</li><li>
Monitor tax and insurance reserves and escrow accounts and perform routine escrow analyses;</li><li>
Review monthly draw requests for completeness and compliance with loan documents, including review of budgets, back-up documentation, title updates, and inspection reports;</li><li>
Generate and review monthly billing statements and payoff statements;</li><li>
Produce daily, weekly, and monthly reports as scheduled and distribute those timely;</li><li>
Develop and maintain relationships with clients, borrowers, and key stakeholders;</li><li>
Coordinate with treasury department for daily cash management functions, payment and disbursement tracking and reconciliation of escrow accounts;</li><li>
Compose processes and procedures as needed; and</li><li>
Perform additional ad-hoc analysis and reporting as requested.</li></ul><h3 class="jobSectionHeader"><b>
Professional Experience</b></h3><ul><li>
A minimum of 5 years&rsquo; relevant experience</li><li>
Commercial Real Estate Loan Servicing experience required; Bridge and Construction Loan Servicing experience preferred</li></ul><h3 class="jobSectionHeader"><b>
Education/Certification</b></h3><ul><li>
Bachelor&rsquo;s degree in Business Administration, Finance, or a related field of study / work experience equivalence required.</li></ul><h3 class="jobSectionHeader"><b>
Essential Skills &amp; Competencies</b></h3><ul><li>
Bellwether seeks to hire entrepreneurial individuals who are highly motivated, mature and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have:</li><li><b>
Job Knowledge &amp; Technical Ability: </b>Strong attention to detail. Ability to review and interpret loan agreements. Ability to calculate monthly payments with accuracy. Proficiency with Excel and CRE loan servicing software. Proven qualitative and quantitative analysis skills. Adaptability in dynamic environment. Demonstrated ability to prioritize work and manage time effectively.</li><li><b>
Initiative &amp; Dependability:</b> Ability to perform responsibilities independently and proactively, solve problems, and improve processes and/or services. Self-directed, takes initiative and responsibility, ensures completion of tasks.</li><li><b>
Communication: </b>Excellent verbal and written communication skills; strong listening and interpersonal skills. Highly effective at preparing and presenting information.</li><li><b>
Professionalism &amp; Teamwork:</b> Acts with honesty and integrity and maintains confidentiality, adheres to company policies. Promotes a collaborative and productive work environment. Demonstrates team building, support and respect.</li></ul><h3 class="jobSectionHeader"><b>
Travel Requirements</b></h3><ul><li>
Travel is not anticipated but may be needed from time to time.</li></ul><h3 class="jobSectionHeader"><b>
Position Details</b></h3><ul><li><b>
Classification: </b>Exempt
</li><li><b>Position Status: </b>Regular / Full Time</li><li><b>
Reports To: </b>Vice President, Loan Servicing</li><li><b>
Direct Reports: </b>No</li></ul><h3 class="jobSectionHeader"><b>
Physical and Mental Demands</b></h3><ul><li>
While performing the duties of this job, the employee is regularly required to stand, sit, and walk. Must be able to sit at an office workstation for an extended period of time. May need to reach, stoop, or kneel to access items.</li><li>
Must be able to talk, hear and use wrists, hands and/or fingers frequently and repetitively to operate a computer, telephone and other office productivity machinery.
</li><li>Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly.
</li><li>Ability to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative.
</li><li>Requires active listening, critical thinking, making decisions, time management, as well as administration skills.
</li><li>Ability to interact in a courteous professional manner at all times.
</li><li>Regular, predictable attendance is required.</li><li>
The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.</li></ul><h3 class="jobSectionHeader"><b>
Work Environment</b></h3><ul><li>
No hazardous or significantly unpleasant conditions (such as in a typical office).
</li><li>Moderate noise (i.e., business office with computers, phones, printers and light traffic)</li><li>
Indoor business office environment with windows; light foot traffic within work areas</li><li><i>
The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</i></li></ul><h3 class="jobSectionHeader"><b>
Benefits</b></h3><ul><li>
We offer a comprehensive benefits package that includes:</li><li>
Employer-paid Medical, Dental &amp; Vision, with buy-up options available</li><li>
Flexible Spending Account, Health Savings Account</li><li>
Carrot Fertility Benefit - $10,000 lifetime benefit</li><li>
401k company match 4%, immediately vested</li><li>
Generous PTO, 11 Paid Company Holidays &amp; Paid Holiday Office Closure</li><li>
14 weeks Maternity Leave &amp; 12 weeks Parental Leave</li><li>
Wellbeing program offerings</li><li>
Cell phone reimbursement</li><li>
Engaging team events &amp; holiday parties</li></ul><div><b>
Intent of Position Description</b></div><div>
This position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position.<br>
</div><div></div><br>
<div><b>Equal Opportunity Employer</b></div><div>
Bellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.</div></div>

Associate, Loan Servicing

Tower Loan

<div><p><b>We take pride in what we do! Deciding to come grow with us is an exciting opportunity to enhance your career success stories. You are the center to what we do. We would love to have you here!</b></p><p></p>
CSR<p></p><p>
At Tower Loan, our <b>Customer Service Representatives (CSRs)</b> are at the heart of our business! As a CSR, you&rsquo;ll play a key role in delivering exceptional customer service while building relationships and helping our customers find the right financial solutions. Whether you're looking for a long-term career in customer service or aiming to grow into leadership roles, Tower Loan provides the tools, training, and opportunities to help you succeed.</p><p></p><p>
This full-time position has competitive pay, performance-based incentives, and excellent benefits. If you thrive in a fast-paced, people-focused environment, this is the perfect opportunity for you!</p><p></p><p><b>
In the Role</b></p><ul><li>
Cultivate strong customer relationships by offering excellent service and promoting relevant financial solutions.</li><li>
Receive and process payments in customer accounts.</li><li>
Market to current, former, and potential customers to drive loan production.</li><li>
Maintain and secure cash drawers and accounting activities, including but not limited to balancing and preparing deposits accurately.</li><li>
Execute office administrative activities, including checking branch mail, filing, purchasing office supplies, etc.</li><li>
Process loan applications and collect payments due.</li><li>
Perform all other duties as assigned.</li></ul><p></p><p><b>
Required</b></p><ul><li>
High School Diploma or GED</li><li>
Must have a valid driver&rsquo;s license and reliable vehicle</li></ul><p></p><p><b>
Preferred</b></p><ul><li>
Cash Handling, Sales, or Customer Service experience</li></ul><p></p><p><b>
Location: On-Site</b></p><p></p><p>
The schedule for this position is Monday through Friday from 8:30 AM to 5:30 PM, with some extended hours during the week as needed, which may include Saturday.</p><p></p><p><b>
Who We Are</b></p><p>
Tower Loan provides you with the opportunity to earn a competitive salary plus performance-based incentives. You can take charge of your future by advancing into leadership roles. With our comprehensive training programs, strong promote-from-within culture, and continuous growth opportunities, your career path is in your hands. Plus, we have a chance every day to make a real impact on the lives of our customers!</p><p></p><p>
Other team member benefits include:</p><ul><li>
Health and Well-Being Options, including Medical, Dental, Vision, Employee Assistance Program, and Life Insurance</li><li>
Up to 3% 401(k) Match</li><li>
Paid Time Off (16 days per year after one full year, cash back for unused time)</li><li>
Paid Holidays</li><li>
Annual Raises and Performance Bonuses</li><li>
Monthly Incentive and Employee Referral Bonuses</li><li>
Participation in Charitable Campaigns</li></ul><p></p><p>
Tower Loan has been a trusted name in consumer finance for over 80 years. We provide individuals with responsible access to credit to help them achieve their financial goals. We take pride in offering personal loans, home equity loans, and retail financing, helping our customers consolidate debt, cover unexpected expenses, and invest in their futures.</p><p></p><p>
With almost 260 office locations across six states, our dedicated team members build customer relationships and provide personalized financial solutions in person, by phone, and online. We are committed to serving our communities, fostering a culture of growth and development, and creating career opportunities through our strong promote-from-within philosophy.</p><p></p><p>
At Tower Loan, we believe in empowering our customers and employees to help people build brighter futures, which has been at the heart of what we do for decades. Now is the perfect time to grow with us!</p><ul><li>
Discover more about our company and culture!</li><li>
Read what our customers are saying about us!</li></ul></div>

Customer Service Representative

First Abu Dhabi Bank

<b><br>Job Title<br>Customer Retention and Loan Processing Officer   Dubai, UAE<br>Job Description<br>Customer Retention and Loan Processing Officer   Dubai, UAE<br> <br>Role Summary</b><br>First Abu Dhabi Bank (FAB) is seeking a dedicated Customer Retention and Loan Processing Officer to manage loan documentation, customer interactions, and application processing. This Dubai-based role involves supporting loan settlements, conducting document verification, submitting applications, and enhancing customer retention through effective engagement and service delivery.<br> <b><br>Job Details<br>Location: United Arab Emirates<br>Location: Dubai<br>Industry: Banking / Mortgage Professionals<br>Function: Customer Service<br>Gender: Any<br>Candidate Nationality: Any<br>Candidate Preferred Location: Any<br>Job Type: Full-time<br> <br>What You ll Do<br></b> <br>* Collect, verify, and process customer documents with precision and compliance<br>* Review originals, validate authenticity, and apply required certifications<br>* Manage DD settlements for competitor acquisitions and input applications into CAS and LMS<br>* Explain loan features and approvals to customers, including interest, bullet loans, and terms<br>* Upload documents into the Document Management System (DMS) and log case progress into MIS<br>* Provide daily, weekly, and monthly status reports to management<br>* Coordinate with internal teams to ensure timely case disbursement<br>* Identify retention opportunities and escalate concerns or competitor insights<br>* Ensure safe custody of originals and flag any unethical behavior to management<br>* Assist customers at branch or retention center, guiding them in filling forms and understanding offerings<br>* Comply with all policies and maintain service quality standards<br>* Support other team members when needed and provide administrative assistance<br> <br><b>Ideal Profile<br></b> <br>* Bachelor s degree required<br>* 1 2 years of experience in banking or similar financial services role<br>* Proficient in UAE banking systems, document compliance, and product features<br>* Excellent negotiation and customer service skills<br>* Able to perform basic financial screening and client profiling<br>* Collaborative, organized, and attentive to operational detail<br>* Strong interpersonal and reporting capabilities<br>* Knowledge of campaign handling, loan structures, and digital banking tools<br>

Customer Retention and Loan Processing Officer

AmeriCU Credit Union

<div><div><b>Mortgage Loan Officer - External Mortgage Sales</b></div>
<div>Sign on Bonus!</div>
<div>Location: Plattsburgh, NY</div>
<div><div><div>Base Rate compensation structure:</div>
<div>First 180 days: $25.00/hour +commissions total earning potential of $100,000+ annually as long as performance expectations are met.</div>
<div>Thereafter: commissions only</div>
</div>
</div><div></div><div><div><b>Who Are We?</b></div>
<div>AmeriCU is a not-for-profit credit union based in Rome, NY with assets in excess of $2.7 Billion and serving a membership base of over 170,000 members across Central New York, the United States, and beyond.<b> For 75 years we have been committed to our members, our employees, and our communities.</b> In 2025, we were once again recognized as one of the Best Companies to Work for in New York State and recognized by American Banker as one of the best credit unions in the United States to work for, ranking 38th nationwide!</div>
<div></div><div><div><b>The Position:</b></div>
<div>AmeriCU Credit Union is in search of a <b>Mortgage Loan Officer</b> who aligns directly with our mission to provide our members with the right financial services to live life, dream big, and achieve financial success, and our vision to be the most admired organization in every community we serve. As a <b>Mortgage Loan Officer</b>, you will work with the membership and collaboratively with the Mortgage Sales team to provide our members with the right products &amp; services to meet their needs. A <b>Mortgage Loan Officer</b> should provide exceptional member service by maintaining thorough knowledge of lending programs, policies, procedures and regulatory requirements, demonstrating a commitment to professional ethics, complying with all Federal and state compliance policies and adhering to Home Mortgage Disclosure Act (HDMA) guidelines.</div>
<div></div><div><b>Key </b><b>responsibilities</b><b> </b><b>include</b><b>:</b></div>
<div><h3 class="jobSectionHeader"><b>Business Development &amp; Networking</b></h3>
<ul><li>Proactively conduct outside sales calls to generate new business opportunities.</li>
<li>Build and maintain relationships with realtors, builders, developers, and consumer networking groups.</li>
<li>Personally engage with referral sources through meetings, community events, and business functions.</li>
<li>Cultivate and sustain recurring referral channels to support ongoing mortgage loan production and meet established performance goals.</li>
</ul><h3 class="jobSectionHeader"><b>Member Consultation &amp; Service</b></h3>
<ul><li>Consult with members to identify mortgage solutions that best fit their financial needs.</li>
<li>Deliver expert guidance and exceptional service to both current and prospective members seeking residential mortgage information.</li>
</ul><h3 class="jobSectionHeader"><b>Loan Application &amp; Credit Assessment</b></h3>
<ul><li>Interview applicants to gather detailed financial information, including income, goals, and credit history, to assess loan eligibility.</li>
<li>Analyze financial and credit data to determine creditworthiness.</li>
<li>Accurately enter application details into point-of-sale origination software.</li>
<li>Guide members through the application process, addressing questions and providing counseling on available mortgage programs.</li>
<li>Request and collect any additional documentation needed to complete the loan application package prior to processing.</li>
</ul>
</div></div></div><div></div><div><div><b>Come grow with us!</b></div>
<div>Whether you are just starting out or have been working in your field already, we offer opportunities for growth and advancement. It is our goal to hire employees who will provide exceptional service to our members and who value giving back and supporting the communities we serve. In addition, we offer the following benefits:</div>
<div></div><div>Competitive rates on our Medical, Dental and Vision plans</div>
<div>Generous contribution to your Health Savings Account, if you choose to enroll in one of AmeriCU&rsquo;s High Deductible Health plans</div>
<div>Paid Holidays</div>
<div>Paid Time off &ndash; Vacation, Personal or Sick and Birthday</div>
<div>Employee Appreciation Events</div>
<div>401(k) Matching after 1 year of employment</div>
<div>Employee Assistance Program</div>
<div>Tuition Reimbursement for Full-time employees after 1 year of employment</div>
<div>Life Insurance &amp; Accidental Death &amp; Dismemberment Insurance, free to all Full-time employees</div>
<div>Enhanced Short Term Disability &ndash; at no cost to you!</div>
<div></div><div><b>Get to know us more by clicking on the links below. See why YOU should choose AmeriCU!</b></div>
<div>https://www.americu.org/in-our-community/</div>
<div>https://www.americu.org/why-americu/</div></div></div>

Mortgage Loan Officer

IDFC FIRST Bank

<div>
 <strong>
  Job Requirements
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  <br/>
 </strong>
 <strong>
  Job Requirements
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 </strong>
 <strong>
  Role/Job Title
 </strong>
 : Associate Relationship Manager-Personal Loan
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 <strong>
  Function/Department:
 </strong>
 Retail Banking
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 <strong>
  Job Purpose
  <br/>
  <br/>
 </strong>
 To Start Personal Loan in Rural Market and service and source the product.
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 <strong>
  Primary Responsibilities
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 </strong>
 <ul>
  <li>
   Identifying Business owners / entrepreneurs in the defined catchment and identifying / assessing their business loan needs.
  </li>
  <li>
   Map out prospects in the town to scope business potential.
  </li>
  <li>
   Disburse Personal loans based on needs assessment.
  </li>
  <li>
   Conduct end-use checks as specified post disbursal of loans.
  </li>
  <li>
   Achieve monthly and annual loan booking targets.
  </li>
  <li>
   Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements.
  </li>
  <li>
   Contribute to penetration of liabilities business in Rural markets through lead generations and account opening as per needs of customer.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Secondary Responsibilities
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 </strong>
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  <li>
   Maintain high collections efficiency through discipline and drive.
  </li>
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   Preparation of accurate documentation of loans.
  </li>
  <li>
   Coordinate with operations officer to ensure timely data entry.
  </li>
  <li>
   Nudge behavioural changes in customers to move towards online banking.
  </li>
  <li>
   Ensure compliance as per the bank requirements.
   <br/>
   <br/>
  </li>
 </ul>
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  Education Qualification
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  <br/>
 </strong>
 Graduation: Bachelor&rsquo;s in Engineering / Technology / Math&rsquo;s / Commerce / Arts / Science / Biology / Business / Computers / Management.
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  Experience:
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 0 to 2 years of relevant branch banking experience.
</div>


Associate Relationship Manager-PL

First Solution Management Services

<p><b>Job description:</b></p><p><i><b>WALK IN Interview at First Solution Management Services for Sales Officers of Banking Products - Credit Cards / Personal Loans /Auto Loans</b></i></p><p><i><b>Date: Tomorrow Saturday 25 October 2025 @ 02:00 To 04:00 PM</b></i></p><p><i><b>Office Location: Business Atrium Building, M Floor, Office # M06/05, Oud Metha Road, Dubai, U.A.E. -04-3187399</b></i></p><p><i><b>Pay: 4,000.00 (AED) - 6,000.00 (AED) per month</b></i></p><p>Job description:</p><p>Sales Officer - For Banking-Cards, Personal Loan, Auto Loan For ENBD Bank</p><p>Age: 20 Years to 35 Years Max<br/>Having U.A.E. Drivers License and Own Car is a plus</p><p>Experience in UAE or at Home Country is a plus for banking products Sales</p><p><i><b>Job Description:</b></i></p><ul><li>Credit Card, Personal Loan Sales and Auto Loan</li><li>Visits Clients as needed</li><li>Prepares Day End Report for their Daily Visits and Submission</li><li>Have daily goal to Achieve the Daily Target and Monthly Target</li><li>Achieve sales targets agreed with Manager</li><li>Provide MIS on a weekly basis</li></ul><p><i><b>Desired Candidate Profile:</b></i></p><ul><li>Outstanding written and oral skills in English (knowledge of additional language will be a plus)</li><li>Competitive and Ambitious individual striving to achieve targets</li><li>Understands the Competitive Nature</li><li>Willing to challenge himself/herself</li><li>Can handle different complex situations and offer innovative solutions to customers</li><li>Proven Track Record</li><li>Presentable</li><li>Must have clear credit history</li><li>Auto Loan experience is preferable</li></ul><p>Job Type: Permanent</p><p>Expected Start Date: ASAP</p><p>Job Type: Permanent</p><p>Pay: AED4,000.00 - AED6,000.00 per month</p>

Sales Executive for Credit Card, Personal Loan Sales and Auto Loan

AHAM Housing Finance

<div><h2 class="jobSectionHeader"><b>Job Summary</b></h2><div>
The Relationship Officer is responsible for developing a strong local distribution network for affordable home loans by engaging with &lsquo;contact points&rsquo; and executing field-based marketing initiatives. This role is ideal for fresh graduates or candidates with any field experience who are looking to build a career in the housing finance sector. The position involves sales, customer relationship management, and end-to-end loan processing.</div><div>
</div><div><b>
Key Responsibilities :
</b></div><h2 class="jobSectionHeader"><b>Sales &amp; Business Development</b></h2><ul><li>Achieve home loan disbursement targets through prospecting, networking, and marketing activities.</li><li>Generate leads via community contact points such as cement dealers, planners, engineers, and masons.</li></ul><h2 class="jobSectionHeader"><b>
Product Promotion</b></h2><ul><li>Present and promote home loan products in person and via digital platforms.</li><li>Conduct marketing activities such as pamphlet distribution and construction site visits.</li></ul><h2 class="jobSectionHeader"><b>
Customer Relationship Management</b></h2><ul><li>Profile customers, identify needs, and recommend suitable loan products.</li><li>Build and maintain long-term relationships to encourage repeat business and referrals.</li></ul><h2 class="jobSectionHeader"><b>
Loan Processing Assistance</b></h2><ul><li>Guide customers through application, documentation, and verification.</li><li>Coordinate with credit teams for timely loan disbursement.</li></ul><h2 class="jobSectionHeader"><b>
Field Activities</b></h2><ul><li>Execute branch-assigned promotional activities.</li><li>Maintain visibility in the local housing market.</li></ul><h2 class="jobSectionHeader"><b>
Compliance &amp; Quality Standards</b></h2><ul><li>Follow company policies, credit guidelines, and ethical sales practices.</li></ul><h2 class="jobSectionHeader"><b>
Requirement :</b></h2><div>
Qualification: Graduate in any stream (mandatory).</div><div>
Experience: Fresher or candidates with any field experience (sales preferred).</div><div>
Age: Less than 23 years.</div><div>
Location Preference: Must reside within a 10 km radius of the assigned location.</div><div>
Other: Two-wheeler with valid driving licence.</div><h2 class="jobSectionHeader"><b>
Skills &amp; Competencies:</b></h2><ul><li>Communication Skills: Good verbal and written communication in English and local language.</li><li>Sales Skills: Ability to promote loan products and generate leads.</li><li>Customer Service Orientation: Strong interpersonal skills for relationship building.</li><li>Market Knowledge: Awareness of local housing finance ecosystem.</li><li>Compliance &amp; Ethics: Understanding of company policies and credit guidelines</li></ul><div></div><div><br>
Thanks &amp; Regards</div><div>
Sonali</div><div>
HR - Senior Recruiter</div><div>
careers@ahamhfc.com</div></div><div></div>

Relationship Officer

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